Coleman Professional Services Employees 403 B Plan
Sponsored by Coleman Professional Services Inc. · EIN 341240178 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 909
- With balances
- 1,112
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory | Investment advisory (participants), Investment advisory (plan), Investment management | $40,147 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $8,154 |